Kotak Equity Savings Fund vs SBI Equity Savings Fund compare
Kotak Equity Savings Fund - Regular - Growth
SBI Equity Savings Fund - Regular Plan - Growth
Chart Comparison
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderately High | Moderately High |
| Asset Size (Cr) | ₹7804 Cr | ₹5616 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 13 Oct 2014 | 27 May 2015 |
| Category | Equity Savings | Equity Savings |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Equity Savings TRI | NIFTY Equity Savings TRI |
| Turn Over | 492.24% | 39% |
| Expense Ratio | 1.77 | 1.19 |
| Manager | Abhishek Bisen | Pradeep Kesavan |
| ISIN Code | INF174K01C78 | INF200KA1DA4 |
| Exits Load | Kotak Equity Savings Fund - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 | SBI Equity Savings Fund - Regular Plan - Growth charges 0.1% of sell value; if fund sold before 15 days. There are no other charges./365 |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.9% | 1.49% |
| 6 Month | 3.15% | 4.6% |
| 1 Year | 12.73% | 12.14% |
| 3 Year | 11.52% | 10.55% |
| 5 Year | 11.12% | 11.25% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 9.66% | 11.04% |
| 3 Year | 13.17% | 13.16% |
| 5 Year | 12.48% | 12.47% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 8.66% | 9.19% |
| 3 Year | 8.72% | 8.81% |
| 5 Year | 8.63% | 8.62% |
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 3.82% | 4.73% |
| Sharp | 1.46% | 0.7% |
| Beta | 0.7% | 0.81% |
| Alpha | 3.58% | 1.84% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| Scheme Name | Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Name | Abhishek Bisen | Pradeep Kesavan |
| Total AUM | ₹0 Cr | ₹434274 Cr |
| Fund Manage | 33 | 43 |
| Kotak Equity Savings Fund - Regular - Growth | SBI Equity Savings Fund - Regular Plan - Growth |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.03 | -7.3 |
| Large Cap | 24.13 | 37.02 |
| Mid Cap | 6.24 | 13.35 |
| Small Cap | 8.75 | 20.78 |
| Scheme Name |
Kotak Equity Savings Fund - Regular - Growth |
SBI Equity Savings Fund - Regular Plan - Growth |
|---|---|---|
| Others | 31.03 | -7.3 |
| Telecom - Services | 0.79 | 1.69 |
| Petroleum Products | 1.32 | 2.35 |
| IT - Software | 4.02 | 1.83 |
| Pharmaceuticals & Biotechnology | 0 | 1.38 |
| Cement & Cement Products | -0.01 | 0.91 |
| Personal Products | 0.9 | 0.09 |
| Construction | 0.95 | 1.81 |
| Ferrous Metals | 0 | 0.64 |
| Finance | 1.88 | 5.11 |
| Banks | 5.45 | 19.06 |
| Retailing | 2.51 | 0.99 |
| Diversified FMCG | 2.33 | 0.04 |
| Non - Ferrous Metals | -0.01 | 2.78 |
| Leisure Services | 1.32 | 1.81 |
| Aerospace & Defense | -0.01 | 0.65 |
| Chemicals & Petrochemicals | 0.74 | 1.48 |
| Realty | -0.01 | 1.94 |
| Insurance | 1 | 0.1 |
| Automobiles | 6.26 | 3.02 |
| Gas | 1.71 | 1 |
| Consumer Durables | 1.5 | 2.76 |
| Diversified Metals | -0.0099999999999998 | 0.05 |
| Oil | -0.01 | 0.11 |
| Power | 2.03 | 0.91 |
| Electrical Equipment | 0.14 | 0.45 |
| Metals & Minerals Trading | -0.01 | 0.16 |
| Entertainment | 0.47 | - |
| Healthcare Services | 0.21 | 0.97 |
| Capital Markets | 1.2 | 0.98 |
| Minerals & Mining | 0 | 0.13 |
| Fertilizers & Agrochemicals | 0 | 0.86 |
| Transport Services | 0.45 | 1.24 |
| Transport Infrastructure | -0.02 | 4.99 |
| Auto Components | 0.46 | 2.79 |
| Beverages | 1.11 | 0.14 |
| Industrial Manufacturing | 0.46 | 0.6 |
| Industrial Products | - | 1.72 |
| Food Products | - | 0.09 |
| Household Products | - | 0.91 |
| Financial Technology (Fintech) | - | 0.61 |
| Consumable Fuels | - | 0.17 |
| Textiles & Apparels | - | 1.83 |
Top Comparisons
INVESCO INDIA GOLD ETF FUND OF FUND- Growth
3Y Returns14.18%
Edelweiss Gold and Silver ETF FOF - Regular Plan - Growth
3Y Returns0%
Invesco India Arbitrage Fund - Growth Option
3Y Returns6.64%
LIC MF Arbitrage Fund Regular - Growth
3Y Returns5.92%
Nippon India Nifty Midcap 150 Index Fund - Regular Plan - Growth Option
3Y Returns22.45%
Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth
3Y Returns19.19%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns5.54%
Sundaram Global Brand Fund Regular Plan - Growth
3Y Returns7.23%